Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,421 | $154,228+24.8% | $145,433+32.3% | $137,256+40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.55% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $10,596 | $4,804+120.6% | $4,554+132.7% | $4,156+155.0% |
| Participant deferral / active EE | $20,781 | $8,216+152.9% | $7,897+163.1% | $6,407+224.4% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |